Civic Intelligence

Rita and Henry Kaplan Foundation

990PF • Fiscal year 2022 • EIN 11-3134230

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
22 Meadow Woods RdGreat Neck, NY 11020

(516) 429-7400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

98th percentile

185%

Higher net margin than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,170,511

Down $170,907 (-13%) from 2021

Net Assets

Down

$1,170,511

Down $170,907 (-13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$92,192

Down $213,950 (-176%) from 2021

Expenses

Up

$78,715

Up $11,383 (+17%) from 2021

Net Income

Down

-$170,907

Down $225,333 (-414%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,318,822Liabilities 2011: $5602011Assets 2012: $1,336,758Liabilities 2012: $5602012Assets 2013: $1,265,518Liabilities 2013: $620Net Assets 2013: $1,264,8982013Assets 2014: $1,346,123Liabilities 2014: $0Net Assets 2014: $1,346,1232014Assets 2015: $1,266,233Liabilities 2015: $4,250Net Assets 2015: $1,261,9832015Assets 2016: $1,258,445Liabilities 2016: $598Net Assets 2016: $1,257,8472016Assets 2017: $1,279,104Liabilities 2017: $0Net Assets 2017: $1,279,1042017Assets 2018: $1,277,219Liabilities 2018: $0Net Assets 2018: $1,277,2192018Assets 2019: $1,286,016Liabilities 2019: $1Net Assets 2019: $1,286,0162019Assets 2020: $1,286,992Liabilities 2020: $0Net Assets 2020: $1,286,9922020Assets 2021: $1,341,418Liabilities 2021: $0Net Assets 2021: $1,341,4182021Assets 2022: $1,170,511Liabilities 2022: $0Net Assets 2022: $1,170,5112022Assets 2023: $979,930Liabilities 2023: $1002023

Highlighted filing

2022

Assets$1,170,511
Liabilities$0
Net Assets$1,170,511
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $65,212Expenses 2011: $58,601Net Income 2011: $6,6112011Revenue 2012: $87,768Expenses 2012: $69,832Net Income 2012: $17,9362012Revenue 2013: $100,186Expenses 2013: $171,486Net Income 2013: -$71,3002013Revenue 2014: $159,230Expenses 2014: $72,705Net Income 2014: $86,5252014Revenue 2015: -$14,226Expenses 2015: $69,914Net Income 2015: -$84,1402015Revenue 2016: $81,384Expenses 2016: $85,520Net Income 2016: -$4,1362016Revenue 2017: $94,316Expenses 2017: $73,059Net Income 2017: $21,2572017Revenue 2018: $67,082Expenses 2018: $68,967Net Income 2018: -$1,8852018Revenue 2019: $77,681Expenses 2019: $68,884Net Income 2019: $8,7972019Revenue 2020: $61,223Expenses 2020: $60,247Net Income 2020: $9762020Revenue 2021: $121,758Expenses 2021: $67,332Net Income 2021: $54,4262021Revenue 2022: -$92,192Expenses 2022: $78,715Net Income 2022: -$170,9072022Revenue 2023: -$127,118Expenses 2023: $63,563Net Income 2023: -$190,6812023

Highlighted filing

2022

Revenue-$92,192
Expenses$78,715
Net Income-$170,907
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE KAPLANPresidentPT$0--
TERYL KAPLANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rita and Henry Kaplan Foundation
EIN
11-3134230
Phone
5164297400
Address
22 MEADOW WOODS RD, GREAT NECK, NY 11020

Signing Officer

Name
Eugene Kaplan
Title
President
Phone
5164297400
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman & Bentovim Cpas Pc
Address
6500 JERICHO TURNPIKE STE 206, COMMACK, NY 11725-2907
Preparer
Adam C Hoffman
Phone
6314991500
Raw XML Appendix286 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0215617
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052873
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052873
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09508
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09508
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039049
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07999
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078715
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025842
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048557
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NYS DEPT OF LAW
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEES-ML
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2GOOGLE STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
TaxesSchedule/TaxesDetail/Amt0961
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0961
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05164297400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RITA AND HENRY KAPLAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EUGENE KAPLAN
ReturnHeader/Filer/BusinessNameControlTxt0RITA
ReturnHeader/Filer/EIN0113134230
ReturnHeader/Filer/PhoneNum05164297400
ReturnHeader/Filer/USAddress/AddressLine1Txt022 MEADOW WOODS RD
ReturnHeader/Filer/USAddress/CityNm0GREAT NECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113123454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN & BENTOVIM CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06500 JERICHO TURNPIKE STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COMMACK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117252907
ReturnHeader/PreparerPersonGrp/PhoneNum06314991500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C HOFFMAN
ReturnHeader/ReturnTs02023-05-11T13:34:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EUGENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAPLAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,170,511
Liabilities
$0
Net assets
$1,170,511
Revenue
-$92,192
Expenses
$78,715
Net income
-$170,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.13$0.06$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.08$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.06$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.08$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.09$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.08$0.09$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.26$0.01$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.16$0.07$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.26$0.10$0.17$0.07
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.09$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$0.07$0.06$0.01